Relationship Manager - TPA Customer Care (Retirement Solutions)

Principal Financial Group • New York, NY

2d • Hybrid

About The Position

As a Relationship Manager within our TPA Customer Care area, you will play a pivotal role in developing and nurturing deep relationships with advisors, unbundled plan sponsors, and third-party administrators operating within our 10M - 200M market segment. You will serve as a strategic partner, offering innovative and tailored solutions to meet our clients' business objectives such as retention, growth, and retirement readiness.

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Requirements

• Bachelor's degree or 8 years of equivalent experience required and 4+ years retirement industry experience
• Must become an associated person of Principal Securities, Inc
• Qualified Plan knowledge and unbundled experience strongly preferred (Defined Benefit, Defined Contribution)
• Excellent demonstrated leadership, negotiation, presentation, organizational, and problem-solving skills required, as well as outstanding interpersonal, analytical, and oral and written communication skills
• Must be assertive and entrepreneurial
• Travel required - 25 - 50% (including day and overnight stays combined, and dependent on the territory)
• Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy. The below licenses are required within 5 months of employment (strong preference for fully licensed):
• Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63).
• Resident Life and Health appointment must be attained.

Responsibilities

• Collaborate with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and new opportunities.
• Plan level health reviews.
• Problem solving complex issues.

Benefits

• Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness.
• Pension Eligible

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level